Hidden Cove Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Hidden Cove Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Sell	435 -75	-15%	-$50K	0.16%	92
2026 Q1	$305K	Sell	510 -18	-3%	-$11.3K	0.2%	73
2025 Q4	$331K	Sell	528 -157	-23%	-$97.6K	0.21%	63
2025 Q3	$419K	Buy	685 +129	+23%	+$76K	0.28%	49
2025 Q2	$316K	Hold	556	–	–	0.23%	54
2025 Q1	$286K	Buy	556 +5	+0.9%	+$2.7K	0.23%	47
2024 Q4	$297K	Buy	+551	New	+$298K	0.24%	40

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Hidden Cove Wealth Management's VOO Position: Q2 2026 in Review

Hidden Cove Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, selling an estimated $50K and leaving 435 shares worth $299K. The position accounts for 0.16% of the portfolio, ranked #92.

Hidden Cove Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Hidden Cove Wealth Management held 435 shares of Vanguard S&P 500 ETF worth $299K as of Q2 2026.
Hidden Cove Wealth Management sold 75 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $50K.
Vanguard S&P 500 ETF made up 0.16% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #92 holding.
Hidden Cove Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Hidden Cove Wealth Management's Vanguard S&P 500 ETF position peaked at $419K in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.